Triton Wealth Management Core Values
- We believe that our success is tied inexorably to the financial well-being of our clients and our sincere commitment to servicing their needs and concerns.
- We believe the best business model is based on relationships, not transactions.
- We believe that the persistence of any conflict of interest endangers a client-advisor relationship and has no place in the ultra-important business of managing a client’s financial livelihood.
- We believe that you should be able to get better service from your financial advisor than from a suit salesperson at Nordstrom’s or a car salesperson at Mercedes. After all, they are selling products and we are offering service to a client for life.
- We believe that making investment decisions based on emotions or outside the context of a strategic investment plan is damaging to the creation of generational wealth.
- We believe the fundamental investment risk is not losing one’s money, but outliving it.
- We believe that safety can only be sought by the creation of purchasing power in order to outpace inflation.
- We believe that the event that some call a “bear market” is in fact an expected and cyclical “big sale” that is consistent with the nature of global markets.
- We believe that dollar cost averaging and portfolio rebalancing will make even the least sophisticated investor wealthy.
- We believe that fluctuations in the equities market should not concern you, as we have confidence in the long-term upward trajectory of the global capital markets.
- We believe that an advisor should have a Nobel-level understanding of how markets work and engineer portfolios accordingly.
- We believe that trying to “beat the market” with market timing or frequent trading is amateurish and a monumental waste of resources.
- We believe a professional focuses on trying to participate in the correct markets in the correct proportions for his or her clients.
- We believe in what we recommend as our personal investments are side by side with yours.
